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Financial services specialist

Perth
beBee Careers
Posted: 15 June
Offer description

Finance Broker Role Description:

We are seeking a highly skilled and experienced Finance Broker to join our team. As a key member of our team, you will be responsible for advising and assisting clients with finance applications in line with policy, statutory and professional standards.

Key Responsibilities:

* Manage the complete asset finance application process from start to finish.
* Provide accurate and appropriate information to clients in a clear and concise manner.
* Effectively and proactively obtain finance approvals in a timely manner.
* Create accurate and professional applications and documentation.
* Manage client enquiries professionally, efficiently and in a timely manner.
* Maintain 100% compliance at all times and in all dealings.
* Contribute to the processing of commercial loan applications within your knowledge base.
* Capably and confidently use required systems and software, including Microsoft Office.
* Bld relationships with lenders and maintain a high level of professionalism in all interactions.
* Successfully build strong relationships with clients by providing exceptional service and support.
* Represent our organisation in a professional and ethical manner.
* Maintain and keep up with industry, product and legislative knowledge to ensure you are always up-to-date with the latest developments.

Requirements:

* A solid understanding of lending and mortgage principles, standards and professional guidelines.
* A strong attention to detail and accuracy when completing tasks.
* Excellent interpersonal, written and verbal communication skills to effectively interact with clients and colleagues.
* The ability to meet deadlines and manage multiple tasks simultaneously.
* Excellent skills in Word, Excel, Outlook and Explorer.
* A high standard of ethics, confidentiality and professionalism is expected.
* A willingness to undertake internal and external training as provided by the firm.
* Strong time management skills with the ability to multitask.

What We Offer:

* A supportive, friendly and welcoming team environment.
* Flexible working hours and the option to work from home one day per week.
* An active social club and sports community.

About Us:

We value our employees and offer opportunities for growth and development. We believe in promoting a workplace where everyone is included and treated fairly and with dignity and respect.

Contact Us:

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